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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,353 | $64,359+23.3% | $90,161-12.0% | $70,126+13.2% |
| Participation rate | 70.0% | 70.4%-0.4pp | 76.9%-6.9pp | 69.5%+0.5pp |
| Annual return | 16.47% | 28.13%-11.7pp | 34.89%-18.4pp | 73.15%-56.7pp |
| Employer contribution / active EE | $1,283 | $2,046-37.3% | $3,318-61.3% | $2,343-45.2% |
| Participant deferral / active EE | $2,242 | $4,389-48.9% | $5,287-57.6% | $3,332-32.7% |
| Admin fee / account holder | $1,181 | $3,945-70.1% | $5,943-80.1% | $4,645-74.6% |